POSITION SUMMARY

Provides personalized financial counseling to prospective and current undergraduate students, guiding them on college financial planning and funding options. The role delivers individualized FAFSA support, assisting students and families with application completion, verification requirements, and professional judgment processes. The specialist also provides loan counseling, explaining borrowing options and helping complete required documentation. Serving as a liaison with federal systems and agencies, they manage data exchanges and processing through institutional platforms. Additionally, the position maintains financial aid website content, ensures compliance with consumer information requirements, and performs other duties as assigned.

ESSENTIAL RESPONSIBILITIES 1.

Financial Counselor Prospective students and current undergraduate students Advises on college financial planning 2. Provides individualized FAFSA counseling Assist students/parents with completing a FAFSA Coordinates with financial aid staff members to process professional judgements related to the FAFSA Coordinates with financial aid staff members to assist students in completing documents required for verification 3. Provides individualized loan counseling Advise students/parents of loan options Assist students/parents in filling out loan documents 4. Liaison US Department of Education, COD Processing, NSLDS Processing Center, EDconnect Sends and receive ISIR data files, COD data files, and other data files through the institution's SAIG mailbox 5. Website Maintains and updates Student Financial Services pages on the university website Coordinates with College Raptor to maintain Net Price Calculator Maintain required consumer information related to financial aid Reviews validity of external scholarships before they are posted on the website 6. Performs other duties as assigned formally or informally, orally or in writing

ADDITIONAL RESPONSIBILITIES

"Non-essential" If a duty takes up less than 5% of the employees' time and is not viewed as a critical function it is likely considered "non-essential" within the context of the ADA. These duties could be reassigned to another employee in order to allow a disabled individual to hold the position.

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N/A SUPERVISION RECEIVED & GIVEN

Supervision Received:

Employee receives general instructions regarding scope of and approach to projects or assignments, but procedures and techniques are left to the discretion of the employee. Employees are expected to operate with a reasonable degree of independence.

Supervision Given:

No

QUALIFICATIONS

Education:

Minimum BA/BS degree in Business or Computer Science preferred.

Licenses/Certifications:

N/A Experience/Skills Years of experience: 2-3 years, 3+ years preferred.

Quality/Compliance:

Achieving a standard of excellence with our work processes and outcomes, demonstrating strong attention to detail, honoring University policies and all regulatory requirements, and maintaining confidentiality.

Customer Focus:

Striving for high customer satisfaction, going out of their way to be helpful and pleasant, making it easy as possible on the customer rather than our department or the University.

Communication:

Balancing listening and talking, speaking and writing clearly and accurately, influencing others, keeping others informed.

Collegiality:

Being helpful, respectful, approachable and team-oriented, building strong working relationships and a positive work environment, and ability to relate to and work with diverse groups of people.

Initiative:

Taking ownership of work responsibilities, doing what is needed without being asked, following through.

Efficiency:

Planning ahead, managing time well, being on time and dependable, being cost conscious, thinking of better ways to do things.

Coachability:

Being receptive to feedback, willing to learn, embracing continuous improvement.

ADDITIONAL JOB-SPECIFIC QUALIFICATIONS

Proficiency with Microsoft Office. Experience with PeopleSoft and/or Student Information Systems Preferred

WORK CONDITIONS/ENVIRONMENT

Job Conditions :

Frequent:

computer use, fast paced work, unscheduled interruptions, speaking/reading/understanding English.

Occasional:

working more than 40 hours per week travel and weekend work.

Lifting/Moving :

N/A Physical :

Frequent:

walking and/or running, moving from one location to another, sitting, talking and/or hearing, and seeing/vision.

Occasional:

stooping, kneeling, crouching, crawling, and reaching, handling, fingering, feeling, i.e. computer.

Environment:

Frequent:

indoor work.

Equipment:

Computer, copy and fax machines, scanners, and calculators.

Pay:

$24.05 - $27.33 per hour Expected hours: 40.0 per week

Benefits:

Dental insurance Health insurance Life insurance Retirement plan Vision insurance

Work Location:

In person